In order to empower sellers with comprehensive insights and improve data privacy within their organizations, we have introduced a new feature on the Fynd platform. This feature provides sellers with company-level analytics, offering a holistic view of various business aspects, including sales, revenue, finance, inventory, logistics, and customer data, all in one centralized location.
Module-Specific Permissions: To ensure data privacy and control, we have implemented permission levels for each module. Sellers can now grant specific access rights to their team members based on their roles and responsibilities. Below are the permission levels required for each module:
Orders & Logistics Module:
- To grant access to this module, sellers need to provide team members with the permission of "Analytics + Order" in the team section of the Fynd platform.
- To provide access to the Inventory Module, sellers must assign team members the permission of "Analytics + Product" in the team section of the Fynd platform.
- To allow access to the Finance Module, sellers should provide team members with permission to "Analytics + Billing + Payments" in the team section of the Fynd platform.
User-Based Report Access: Reports generated by the analytics feature will be based on the user's permission level. Each report will be categorized and accessible only to those with the relevant permissions. This ensures that sensitive business data remains secure and accessible only to authorized team members. With this enhanced seller analytics feature, businesses can make data-driven decisions with confidence while maintaining strict data privacy and control within their organization.
Steps to perform :
Interacting with Analytics Feature - Step-by-Step Guide
- Cick the Analytics menu option.
- Verify the presence of the Default Orders tab under the Dashboard section.
- Explore different analytics sections by navigating to tabs like "Inventory" and Logistics.
- Access the "Reports" submenu option under "Analytics" again.
- Click on the dropdown with "Author" placeholder content.
- Select "FYND" from the dropdown to view default reports for the selected author.
- Open the first report from the list of default reports.
- Use the email icon to send the report to desired recipients.
- Utilize the export icon to download the report in various formats (e.g., Excel or CSV).
- Save the default report with a custom name using the "Save As" button.
- Access the saved custom report and schedule/email it as needed.
- Use the "More filters/Conditional filters" section to filter the results according to requirements.
This step-by-step guide will help users navigate the Analytics feature, view default reports, and interact with various options like emailing, exporting, and saving custom reports with ease.